Salesforce Analyst (II)

Posted 2 Days Ago
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Hyderabad, Telangana
Mid level
Financial Services
The Role
The Salesforce Data Analyst II is responsible for managing data quality within Salesforce, collaborating with various teams to evaluate data accuracy, and providing user support and training. This role also involves document workflows, maintaining dashboards, and making data-driven recommendations to improve processes.
Summary Generated by Built In

Why Ryan?

  • Global Award-Winning Culture

  • Flexible Work Environment

  • Generous Paid Time Off

  • World-Class Benefits and Compensation

  • Rapid Growth Opportunities

  • Company Sponsored Two-Way Transportation

  • Exponential Career Growth

Salesforce Data Analyst II performs administrative management of data — including detection and correction of data-quality issues, process incoming data, and data standardization. Collaborate with the Salesforce Team and Sales/Business team to engage in the ongoing and detailed evaluation of data quality and lead assignments.

Duties and Responsibilities:

  • Display strong Salesforce skills, and leverage those to complete everyday tasks and deliver on all the assigned responsibilities
  • Document process workflows and make appropriate recommendations to impact operational efficiencies
  • Work with various teams and act as an interface between the business teams and development team

Data Governance (Coordination):

  • Liaison with CRM development team/Business teams to identify areas of data inaccuracy and communicate with users to correct data and update Salesforce
  • Maintain on-going data clean-up
  • Perform and update standard operating procedures ensuring data quality
  • Communicate specific trends, issues, targets, and opportunities using analytics.
  • Make recommendations to management for data quality
  • Maintain accurate dashboards and reports. Continuously develop and maintain cascading dashboards for all user levels (executive, management, individual)

User Support:

  • Understand and navigate the application accurately and support users troubleshoot issues/ Provide one-on-one user coaching on navigation (as required)
  • Coordinate and support training documentation and training sessions for new releases and on-going improvements

Other:

  • Support business extensively by performing CRM related activities daily
  • Create and provide daily and weekly status reports
  • Manage campaign activities including development, distribution and tracking individual and group performance via salesforce.com dashboards
  • Participate in release cycles

Education and Experience:

  • Bachelor’s/Master’s degree or equivalent
  • 4+ years of Salesforce experience is must
  • MS-Visio and/or Lucid Chart (must have) to create SOPs
  • Business Requirement Review Documentation (must have)
  • Document and draft Release Notes; technical writing 

Requirements/Skills:

To perform this job successfully, an individual must have:

  • Ability to Extract, Manage and Import data from Salesforce
  • Strong customer focus and understanding of CRM
  • Data analysis and execution skills including the ability to convert data analysis into actionable information and disseminate to organization
  • Collaboration skills including the ability to engage with IT, Sales, and Marketing employees at all levels in order gather business needs
  • Process improvement skills including the ability to analyze business activity and requirements to identify opportunities, enhancements, and automation efforts
  • Strong experience with Microsoft office (Word, Excel, Power Point, Projects a Visio)

Certificates and Licenses:

None

Work Environment:

  • 40+ hour standard workweek requirement
  • Standard indoor working environment
  • Prolonged periods of sitting while working at computer

Top Skills

Salesforce
The Company
HQ: Indianapolis, IN
327 Employees
On-site Workplace
Year Founded: 1932

What We Do

The Federal Home Loan Bank of Indianapolis (FHLBank Indianapolis) is one of 11 independent regional cooperative banks across the U.S. We’re privately capitalized and owned by our member banks, credit unions, community development financial institutions (CDFIs), and insurers across Indiana and Michigan. As a cooperative, we pass our borrowing benefits in the global debt markets on to our members in the form of lower borrowing costs, which are subsequently passed on to consumers, businesses and communities.

Our core mission is to provide a reliable source of liquidity to member banks, credit unions, community development financial institutions, and insurance companies to support housing finance, asset-liability management, and community lending. We also help communities and families through grants and low-cost loans to our members that help support affordable housing and economic development initiatives.

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